Filed June 27, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,190 | $202,463-18.9% | $169,397-3.1% | $139,487+17.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 11.07% | 532.64%-521.6pp | 406.23%-395.2pp | 373.84%-362.8pp |
| Employer contribution / active EE | $625 | $4,694-86.7% | $4,013-84.4% | $4,755-86.8% |
| Participant deferral / active EE | $4,064 | $6,941-41.4% | $6,223-34.7% | $6,713-39.5% |
| Admin fee / account holder | $1,899 | $10,726-82.3% | $9,017-78.9% | $11,407-83.4% |